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Argent Advisors’s Novartis NVS Stock Holding History

Argent Advisors’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Sell
1,705
-1,353
-44% -$207K 0.07% 151
2025
Q4 		$422K Hold
3,058
– – 0.12% 122
2025
Q3 		$392K Buy
3,058
+388
+15% +$47.3K 0.12% 119
2025
Q2 		$323K Sell
2,670
-193
-7% -$21.8K 0.1% 126
2025
Q1 		$319K Buy
2,863
+190
+7% +$20.2K 0.11% 126
2024
Q4 		$260K Hold
2,673
– – 0.1% 123
2024
Q3 		$307K Sell
2,673
-670
-20% -$76K 0.11% 114
2024
Q2 		$356K Hold
3,343
– – 0.14% 108
2024
Q1 		$323K Buy
3,343
+450
+16% +$46.1K 0.13% 111
2023
Q4 		$292K Sell
2,893
-410
-12% -$39.6K 0.13% 114
2023
Q3 		$336K Hold
3,303
– – 0.15% 103
2023
Q2 		$333K Hold
3,303
– – 0.15% 102
2023
Q1 		$304K Buy
3,303
+100
+3% +$8.73K 0.15% 106
2022
Q4 		$291K Hold
3,203
– – 0.15% 108
2022
Q3 		$243K Buy
3,203
+100
+3% +$8.29K 0.14% 114
2022
Q2 		$262K Sell
3,103
-23
-0.7% -$2.02K 0.15% 109
2022
Q1 		$274K Hold
3,126
– – 0.15% 118
2021
Q4 		$273K Hold
3,126
– – 0.15% 111
2021
Q3 		$256K Buy
3,126
+130
+4% +$11.7K 0.15% 111
2021
Q2 		$273K Buy
2,996
+300
+11% +$26.7K 0.17% 112
2021
Q1 		$230K Sell
2,696
-1,023
-28% -$91.8K 0.15% 119
2020
Q4 		$351K Buy
3,719
+118
+3% +$10.3K 0.21% 107
2020
Q3 		$313K Buy
3,601
+535
+17% +$46.3K 0.21% 104
2020
Q2 		$267K Buy
+3,066
New +$265K 0.2% 105
2020
Q1 		– Sell
-2,879
Closed -$272K – 378
2019
Q4 		$272K Buy
+2,879
New +$258K 0.2% 91

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Argent Advisors's NVS Position: Q1 2026 in Review

Argent Advisors reduced its Novartis (NVS) stake by 44% in Q1 2026, selling an estimated $207K and leaving 1,705 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #151.

Argent Advisors first reported a position in NVS in Q4 2019 and has held it in 25 quarters since. The position peaked at $422K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Argent Advisors held 1,705 shares of Novartis worth $260K as of Q1 2026.
  • Argent Advisors sold 1,353 Novartis shares in Q1 2026, an estimated $207K.
  • Novartis made up 0.07% of Argent Advisors's portfolio in Q1 2026, its #151 holding.
  • Argent Advisors first reported a position in Novartis in Q4 2019 and has held it in 25 quarters since.
  • Argent Advisors's Novartis position peaked at $422K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.